Services

Business succession and retirement by Rachel Doyle

Associate

Gerald Thomas Chartered Accountants

Retirement planning can be one of the biggest issues faced by owner-managed businesses, and failure to plan properly is one of the most common reasons that small and medium-sized businesses close.

Advance planning is essential in order to succeed, and the earlier that you plan, the better. Two to three years may be needed to ensure that appropriate tax reliefs can be maximised and that all the documentation and processes which will enable the best solution to be achieved are in place.

We advise clients in planning the most appropriate and tax-efficient succession route. Whether it is a trade sale, management buy-out, next generation of family, or it is to be wound up and the assets distributed, our team can help.

Rachel Doyle

Associate

Gerald Thomas Chartered Accountants

Rachel Doyle is an Associate in Gerald Thomas. Rachel commenced her professional career in 1995 and qualified as a Chartered Certified Accountant (ACCA) in 2001. In 2019 she was admitted as an Associate Member to The Academy of Experts (AMAE). In 2020, she was admitted as a member of the Institute of Chartered Accountants in England and Wales (ICAEW) and now she hold dual membership of both the ICAEW and ACCA. Rachel joined Gerald Thomas in 2006. Previous to this, she worked for a variety of smaller accountancy practices which gave her experience of a wide range of types of business and the issues that they face. Rachel then took on the role of Finance Manager in an engineering training company, before returning to public practice. This latter role enabled her to experience the day to day of a business as it traded and planned and implemented its development strategy. As an Associate in Gerald Thomas, Rachel provides audit and accountancy compliance and other business advisory services to a diverse portfolio of clients, ranging in size from micro businesses to groups with turnover of in excess of £100m. The businesses that she advises span a range of industries and she leads a team of around 15 staff. Rachel has applied the practical experience of advising clients on the day to day issues they face including the impact of Coronavirus and guiding them in their future plans. I'm here to help. I'm volunteering free advice calls of up to an hour as part of the Recovery Advice for Business scheme, over the next 6 months. Please get in touch to see how I can help your business.

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